Collaborate on Medical Invoice Format for Accounting with Ease Using airSlate SignNow

Medical invoice format for Accounting

this is a quick tutorial of how most offices would use the collections module they're going to click on their collections icon and identify a work list they'll end up selecting their work list for our situation we're going to select Humana 20+ I'm going to double click on it my work list populates and I have one patient on it once I've identified my work list I'm actually going to minimize my collection screen and I will then go Master files carriers to carriers I will pull up my insurance carrier associated with this work list in my notes fil I've indicated my website my username and my password to log in so I can check online claim status so I'm going to go ahead and pull up my C website of course to keep this hipa compliant the username and the password are not correct but I'm going to go ahead and log in so we can take a look at this once I log in my CA website I can go ahead and close down my insurance carrier and then I can go back to my collections module from here I can double click on my responsible party usually at this level since I have my website up I'm going to go ahead and just put my information in and check my online claim status for it however there are times where you may not have access to the online claim status and in that case you may actually want to quickly go through the detailed information to see if you can identify any issues as to why the claim won't go out what normally happens is the ID number is incorrect where there's no data of birth on the subscriber information the data service hasn't been set to be built you know these are like little things but when you train your eyes to look at them you'll quickly be able to identify what is wrong with the account but in this case we would go ahead and pull up our human website we would scroll down to our claims management and submission and we'll select member claim status at this level it's going to request that I put in my organization ID and my tax ID number so I'll go ahead and do that since our patient is a pretend patient this would not work but you can see here that we have all of the information necessary in order to pull them up our member ID could be found right here the date of birth right here the genders here the last name is here beginning data service I'm going to move this up really quickly we have our beginning data service and our end data service first name and then if we had a claim number let's say that there was a payment Associated to this if we trained our billers to actually add the claim number into the payment note field it would be populated so that we could click on our plus sign double click on our payment and view that claim number and just copy and paste it in here at that level we could click our search button and then pull up any kind of issues that we've identified with it we could demand a claim here or by double clicking on this line item we could demand the claim we can go to our actions we can indicate indicate our action is online claim status we may have call insurance follow-up action and we might want to set it out to like the 21st and click save so our first account's done since we don't have any other Pati in this work list we could go ahead and close this we could then remove our human from this field click on our blue elipsus button and then begin working our next work list the other option is that as a collector you're trying to do things as efficiently as possible so you may want to pull up a work list that has a lot of patience on it work these accounts reviewing them identify if you need to call the insurance or call the patient and then either at the end of the day or the start of tomorrow you can do it as a follow-up action and then you can get all of your insurance phone calls and all of your patient phone calls out of the way at the same time